Account Manager-Commercial

IMA Financial Group, Inc.; Charlotte (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

As a Client Advisor at a leading insurance firm, you'll foster and manage relationships with clients while ensuring exceptional service. Key responsibilities include overseeing application processes, educating clients on coverage, and developing tailored insurance plans. Join a recognized leader in the industry and enjoy a robust benefits package, including performance bonuses and professional development opportunities.

Benefits

Annual Performance Bonus

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Qualifications

• Hold and maintain a NC Insurance Agent license.
• Prior experience as a Client Associate or in a similar position is required.
• Minimum of a high school diploma, with a preference for a college degree and commercial insurance experience.

Responsibilities

• Completes application processes for new and renewal business efficiently.
• Educates customers about coverage and works with them to design insurance plans.
• Solicits additional lines of business and referrals.

Skills

Customer Focus

Communication

Collaboration

Technical Expertise

Reliability

Education

High School Graduate

College Degree Preferred

Job description

10 hours ago Be among the first 25 applicants

The Client Advisor is responsible for delivering the best possible service experience to both current and prospective business risk clients. Client Advisors promote, foster, and manage both new and current client relationships.

Summary of Essential Job Functions:

• Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process

• Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to client with appropriate correspondence

• Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions and exposures. Works with client to design insurance plan based on this information

• Solicits additional lines of business and referrals, completes submissions and markets with core carriers, when possible

• Reviews policy audits for accuracy and works with the customer and company to facilitate corrections

• Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations

• Sets up customer access to Zywave and assists with questions

• Prepares summaries of insurance, schedules and proposals

• Works with client on policy cancellations and aged receivable issues

• Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings.

• Assists or completes other tasks as directed by the VP/SVP Producer and/or Business Risk Practice Leader

• Hold and maintain a NC Insurance Agent license.
• Prior experience as a Client Associate or similar position.
• Minimum high school graduate. College degree and/or commercial insurance experience and industry designations preferred.

Core Competencies

• Customer Focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
• Builds Collaborative Relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
• Thoroughness and Reliability. Ensuring that work product is timely, accurate, and complete.
• Clear and Persuasive Communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others.
• Technical Expertise. The ability to demonstrate a depth of coverage knowledge and business acumen.
• Professionalism. Thinks carefully about the likely effects on others of one’s words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question.

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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